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meetings - Daviman Financial - Fiduciary Advisors Serving Indianapolis & Indiana

The time is always right to do what is right.

- Martin Luther King Jr.

Schedule a Meeting

The calendar below displays available times in your time zone to make it as easy as possible. Scroll through the available day options using the left + right arrows. Click a day that works best for you to see the exact times that are available.

When you see a time that works best for you, click it, then click “Confirm.” On the next screen, fill in your contact details + click “Schedule Event.” You’ll be able to add the time to your own calendar using the iCal, Outlook + Google links or through the confirmation email that you’ll receive.

Why Daviman Financial?

 

Our advisors hold multiple industry accreditation's, which means, we are well versed in advising you on the following topics.

 

AIF®, ChFC®, CLU®, CFP®, MSFS

Investing
  • What rate of return should I expect?
  • How “safe” is the stock market?
  • How much risk should I be taking?
  • Roth IRA / 401k or Traditional IRA / 401k?
  • How do I diversify my investments?
Financial Planning
  • How much should I be saving for retirement?

  • When can I retire?

  • Will I run out of money?

  • How do I save for my kids’ college education?

  • What should I be doing in my business to lower my taxes?
Insurance
  • How much life insurance do I need?

  • Should I take the group disability policy offered through my work?

  • If I retire before 65 what are my options for health insurance?

  • What does a personal umbrella liability policy protect me from?

  • At what age should I consider long term care insurance?
Life Events

Life happens and often it has a way of impacting our goals. We help you plan for the ones you dream about and navigate the challenges it can throw at you. Either way, we're here to help you.

  • Getting married
  • Receiving an inheritance
  • Buying a home/vacation home
  • Starting a family
  • Paying off student loans
  • Consolidating debt
  • Making major charitable donations
  • Long-term care events
  • Losing a job or changing employers

Follow Us

5975 Castle Creek Parkway North Dr
STE 440
Indianapolis IN 46250-4377
(317) 207-0175

©  Daviman Financial LLC - 2019 - All Rights Reserved